Transition Process

Transition | Transition Process | Transition Support

Investment Advisors Corp. (IAC) is committed to providing our advisors, their staff and their clients with the best service possible. By ensuring a smooth transition process, our advisors have more time to focus on growing their business and serving their clients. Advisors who join IAC receive:

  • Step-by-step guidance through a training and transition process tailored to their practice.
  • Customized training materials, including a Transition Guide outlining all of the steps required to successfully transition to IAC.
  • Personal assistance from members of our Home Office staff who take the time to get to know each advisor.
  • Open-door access to management and our Home Office team who are available to address questions and be of assistance.

Additional assistance in preparing client paperwork and/or to cover a portion of the cost to transition to our firm is available for qualifying advisors.



transition process